- Open the entity client's detail page.
- Navigate to the Capital section.
- Click on the capital type.
- Click Redeem Shares.
- Select the shareholder(s) from whom shares will be redeemed.
- Enter the number of shares and redemption price.
- On step 2, allocate the redemption across shareholders.
- Click Save.
How to Record a Share Redemption
Client Management
Last updated Feb. 28, 2026